See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 99 · EIN 22-3570392 | Other Fees | $23,582 |
Service code 49 · EIN 36-4212397 | Other Services | $3,460 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,564 | $88,083-50.5% | $164,813-73.6% | $74,495-41.5% |
| Participation rate | 98.1% | 73.0%+25.0pp | 78.6%+19.4pp | 67.2%+30.9pp |
| Annual return | 15.35% | 17.26%-1.9pp | 69.93%-54.6pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $470 | $2,593-81.9% | $4,341-89.2% | $2,623-82.1% |
| Participant deferral / active EE | $4,824 | $4,498+7.3% | $6,031-20.0% | $4,346+11.0% |
| Admin fee / account holder | $129 | $2,234-94.2% | $12,690-99.0% | $1,942-93.4% |